See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,945 | $117,983-82.2% | $101,794-79.4% | $142,382-85.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 0.00% | 36.92%-36.9pp | 30.53%-30.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $23,887 | $2,773+761.5% | $2,289+943.6% | $4,299+455.6% |
| Participant deferral / active EE | $9,083 | $4,714+92.7% | $4,084+122.4% | $6,507+39.6% |
| Admin fee / account holder | $20,465 | $10,433+96.1% | $8,777+133.2% | $12,624+62.1% |